Who? What? & Why?
Who we are; what we do; and why we do it...We have a unique approach & a qualified team to deliver on our promise.
What is Integrated Planning
We help pre-retirees & business owners structure their net worth to minimize taxes, volatility, & risk.Learn More
Our Client Process
We have a clear process to understand your goals, develop appropriate recommendations, & implement your customized plan.Learn More
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Retirees traveling abroad need to know that their health insurance travels with them.
For many, retirement includes contributing their time and talents to an organization in need.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
A quick look at how federal income taxes work.
Tax preparation may be the perfect time to give the household budget a check-up.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Taking your Social Security benefits at the right time may help maximize your benefit.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Agent Jane Bond is on the case, cracking the code on bonds.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The decision whether to buy or rent a home may have long-term implications.
What does your home really cost?